Pensions & Investments Administrator

Pensions & Investments Administrator

Location: Stockport

Salary: Up to £31,000 (dependent on experience)

Working Pattern: Hybrid (50% office / 50% home after probation)

Benefits: Free onsite parking

The Role

An excellent opportunity has arisen for a Client Relations Administrator to join a busy and professional Client Relationship Team based in Heaton Mersey. This is a varied and fast-paced role where you will support the processing and servicing of pension and investment business, ensuring clients receive accurate and timely administration support.

This role would suit someone with experience within an IFA practice or product provider who is highly organised, client-focused and confident managing their own workload.

Main Duties & Responsibilities

• Process Transfers, Top-Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection cases accurately through to completion
• Develop a strong understanding of third-party provider platforms and service levels
• Manage your individual workload using the back-office diary system to ensure all tasks are completed on time
• Investigate and resolve client and consultant queries
• Manage post relating to new business cases
• Handle client and provider queries via telephone and email
• Maintain accurate and up-to-date client records on the back-office system
• Understand and adhere to internal compliance procedures and third-party provider requirements
• Provide reception cover when required, including greeting clients, answering calls and managing post

Experience & Skills Required

• Minimum 1 year's experience within an IFA practice or financial services provider
• Understanding of pension and investment products
• Excellent interpersonal and communication skills
• Strong attention to detail and accuracy
• Self-motivated with the ability to take initiative
• Strong organisational skills with the ability to multitask effectively
• Professional and confident telephone manner
• Experience using Intelligent Office (IO) desirable

Salary & Benefits

• Salary up to £31,000 (depending on experience)
• Hybrid working after probation (50% office / 50% home)
• Flexible working between 8am-6pm (core hours 10am-4pm)
• 34.5 hours per week
• 5% employer pension contribution (5% employee minimum)
• 4x salary Life Assurance
• Group Income Protection (50% of reference salary)
• Health Cash Plan (core level)
• 25 days holiday plus bank holidays (increasing with length of service)
• Free onsite parking

Apply today via NJR Recruitment or call quoting the reference NJR16503

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.